Salesforce + Teachable
Create Teachable users from new Salesforce records
Efficiently manage your Salesforce leads by seamlessly adding them as new users in Teachable. With this workflow, whenever a new record is created in Salesforce, a user will be created in Teachable, making it easy to onboard your leads and ensure they have access to your learning platform. Save time and keep your customer information up-to-date with this streamlined automation.
Efficiently manage your Salesforce leads by seamlessly adding them as new users in Teachable. With this workflow, whenever a new record is created in Salesforce, a user will be created in Teachable, making it easy to onboard your leads and ensure they have access to your learning platform. Save time and keep your customer information up-to-date with this streamlined automation.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create New User
Create a new user in your Teachable school.
This action is only available to schools on the Professional plans and higher.
- Free forever for core features
- 14 day trial for premium features & apps